Friedman + Huey’s Customized Services.

Your life doesn’t always fit neatly in a box.

Sometimes you wear multiple hats. Other times an exciting opportunity or experience knocks at your door, and you stretch yourself to pursue it. This is, of course, what keeps life interesting.

To support you across all endeavors, we offer a range of specialty services:

+ Charities and Nonprofits

+ Executive Services

+ Financial Planning

+ Social Security Analysis and Planning

+ Business Consulting

+ Personal Financial Planning

+ Retirement Plans

+ Education Funding

+ Succession Planning

Let us help you acheive your goals.

Resource Articles

The New 1099Ks Are Coming: Are You Ready?

With the new lower thresholds for transactions through eBay, Zelle, Venmo, PayPal, and other platforms, more businesses and individuals may receive a new Form 1099-K come January 2023. Here’s what you need to know.

read more
World Traveler

Pat Burke

CPA MST

Read More >

Amateur mystery sleuth

Cathy Cheng

CPA MST

Read More >

Waiting for the Starship Enterprise to beam him up

Elliott Friedman

CPA MST

Read More >

Freshwater Angler and Outdoorsman

John Basick

CPA MST

Read More >

Has shown dogs at Westminster

David Perry

CPA MST

Read More >

News in a flash – subscribe to our newsletter.